ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 349 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,421,771 | -2.8% | 483,436 | -2.3% | 0.25% | -5.7% |
| Q2 2023 | $23,077,713 | -5.6% | 494,806 | -4.2% | 0.26% | -14.7% |
| Q1 2023 | $24,458,805 | -14.5% | 516,261 | -16.3% | 0.31% | -60.4% |
| Q4 2022 | $28,612,526 | -21.1% | 616,594 | -21.6% | 0.77% | +29.5% |
| Q3 2022 | $36,253,000 | -0.9% | 786,397 | +1.9% | 0.60% | -1.7% |
| Q2 2022 | $36,584,000 | -1.8% | 771,832 | +0.4% | 0.61% | +1.2% |
| Q1 2022 | $37,250,000 | +357.3% | 768,669 | +375.8% | 0.60% | +387.0% |
| Q4 2021 | $8,146,000 | – | 161,540 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Old North State Trust, LLC | 259,407 | $13,372,000 | 9.00% |
| Hudson Capital Management LLC | 323,797 | $16,691,735,000 | 8.16% |
| Courage Miller Partners, LLC | 286,562 | $14,749,000 | 7.93% |
| Acorns Advisers, LLC | 3,539,432 | $182,458,000 | 5.99% |
| Carl P. Sherr & Co., LLC | 116,266 | $5,994,000 | 5.43% |
| SPINNAKER TRUST | 1,163,752 | $59,990,000 | 5.32% |
| STERLING INVESTMENT ADVISORS LLC /ADV | 134,296 | $6,923,000 | 5.28% |
| CAPITAL INSIGHT PARTNERS, LLC | 349,830 | $18,034,000 | 5.07% |
| Divergent Wealth Advisors | 337,903 | $17,419,000 | 4.70% |
| Danda Trouve Investment Management, Inc. | 64,819 | $3,341,000 | 4.55% |